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Accretive Wealth Partners, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accretive Wealth Partners, LLC on IWF, newest first. How the timeline and the estimate are built.

Accretive Wealth Partners, LLC held 207,276 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,276 shares
    Change vs previous 13F +163,789 shares

    6.26% of the 13F portfolio, value $25,737,504.

    13F-HR 0001765380-26-000236 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,487 shares
    Change vs previous 13F +1,336 shares

    5.24% of the 13F portfolio, value $18,542,850.

    13F-HR 0001765380-26-000122 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,151 shares
    Change vs previous 13F +684 shares

    5.92% of the 13F portfolio, value $19,950,173.

    13F-HR 0001765380-26-000045 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,467 shares
    Change vs previous 13F +2,383 shares

    5.93% of the 13F portfolio, value $19,423,420.

    13F-HR 0001765380-25-000441 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,084 shares
    Change vs previous 13F +1,459 shares

    5.44% of the 13F portfolio, value $16,594,385.

    13F-HR 0001765380-25-000269 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,625 shares
    Change vs previous 13F +4,517 shares

    4.93% of the 13F portfolio, value $13,967,436.

    13F-HR 0001765380-25-000175 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,108 shares
    Change vs previous 13F -753 shares

    5.64% of the 13F portfolio, value $13,295,537.

    13F-HR 0001765380-25-000023 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 33,861 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $12,710,576.

    13F-HR 0001765380-24-000417 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).